See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,285 | $108,825+151.1% | $156,181+75.0% | $82,448+231.5% |
| Participation rate | 95.2% | 72.4%+22.9pp | 78.8%+16.4pp | 68.1%+27.2pp |
| Annual return | 13.30% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $9,059 | $2,870+215.7% | $4,294+111.0% | $2,551+255.1% |
| Participant deferral / active EE | $6,953 | $4,577+51.9% | $6,132+13.4% | $4,139+68.0% |
| Admin fee / account holder | $34,030 | $9,341+264.3% | $14,586+133.3% | $7,234+370.4% |